Tax Manager - Public

Job Description

Job Description

We are looking for an experienced Tax Manager to join our team in Richmond, Virginia. In this role, you will play a key part in managing tax planning and compliance for high-net-worth individuals, estates, trusts, and business entities. This position offers the opportunity to collaborate closely with clients and colleagues to deliver innovative tax strategies and solutions.

Responsibilities :

• Lead federal and state income tax planning and consulting engagements tailored to high-net-worth individuals.
• Prepare and review individual, estate, trust, gift, and passthrough-entity income tax returns ranging from simple to complex.
• Ensure the accuracy and timeliness of tax return preparation by conducting detailed reviews and quality checks.
• Gather, assess, and input relevant client information into organizational systems and platforms.
• Communicate directly with clients to obtain necessary information, share results, and offer proactive tax planning advice.
• Participate in client and prospect meetings to support business development and strengthen client relationships.
• Collaborate with the wealth advisory team to align tax strategies with broader financial planning goals.
• Research complex tax issues and provide insights and solutions to both clients and the tax team.
• Represent clients in correspondence with taxing authorities and manage tax audits efficiently.
• Stay informed on evolving tax laws and implement service enhancements to adapt to changes.
• Strong expertise in preparing annual income tax provisions and corporate tax returns.
• Proficiency with CCH ProSystem Fx and CCH Sales Tax software.
• Extensive knowledge of individual, partnership, and other business tax structures.
• Proven ability to conduct detailed tax research and provide actionable recommendations.
• Excellent communication skills for interacting with clients and collaborating with team members.
• Experience managing tax audits and correspondence with taxing authorities.
• Ability to work extended hours during peak tax periods to meet deadlines.
• Familiarity with tax planning strategies for high-net-worth individuals and complex entities.